David J. Yvars Group
CSQ icon

David J. Yvars Group’s Calamos Strategic Total Return Fund CSQ Stock Holding History

David J. Yvars Group’s Portfolio CSQ Stock Details CSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$931K Buy
45,661
+453
+1% +$9.34K 0.43% 33
2026
Q2 		$924K Buy
45,208
+1,816
+4% +$35.8K 0.44% 30
2026
Q1 		$730K Buy
43,392
+11,518
+36% +$216K 0.41% 38
2025
Q4 		$616K Buy
31,874
+3,331
+12% +$63.4K 0.33% 38
2025
Q3 		$549K Buy
28,543
+1,422
+5% +$26.4K 0.29% 43
2025
Q2 		$493K Buy
27,121
+1,720
+7% +$28.5K 0.29% 42
2025
Q1 		$413K Buy
25,401
+876
+4% +$15.4K 0.32% 37
2024
Q4 		$435K Buy
24,525
+73
+0.3% +$1.3K 0.27% 48
2024
Q3 		$423K Sell
24,452
-2,759
-10% -$46.5K 0.26% 46
2024
Q2 		$460K Buy
27,211
+139
+0.5% +$2.25K 0.29% 45
2024
Q1 		$442K Buy
27,072
+141
+0.5% +$2.2K 0.3% 44
2023
Q4 		$404K Sell
26,931
-18,078
-40% -$252K 0.33% 39
2023
Q3 		$636K Buy
45,009
+517
+1% +$7.61K 0.53% 32
2023
Q2 		$652K Buy
44,492
+533
+1% +$7.43K 0.54% 32
2023
Q1 		$611K Buy
43,959
+525
+1% +$7.33K 0.55% 32
2022
Q4 		$574K Buy
43,434
+535
+1% +$7.23K 0.72% 24
2022
Q3 		$539K Buy
42,899
+444
+1% +$6.42K 0.6% 27
2022
Q2 		$564K Buy
42,455
+422
+1% +$6.28K 0.77% 23
2022
Q1 		$738K Buy
42,033
+337
+0.8% +$5.83K 0.51% 32
2021
Q4 		$806K Buy
41,696
+1,709
+4% +$32.2K 0.5% 28
2021
Q3 		$710K Buy
39,987
+1,715
+4% +$31.6K 0.41% 38
2021
Q2 		$696K Buy
38,272
+1,312
+4% +$23.4K 0.39% 41
2021
Q1 		$632K Buy
36,960
+7,509
+25% +$123K 0.4% 40
2020
Q4 		$466K Buy
+29,451
New +$428K 0.32% 44

Other funds holding CSQ

Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PW Nova Financial Services
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Quad-Cities Investment Group
Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

David J. Yvars Group's CSQ Position: Q3 2026 in Review

David J. Yvars Group increased its Calamos Strategic Total Return Fund (CSQ) stake by 1% in Q3 2026, buying an estimated $9.34K and bringing the position to 45,661 shares worth $931K. The position accounts for 0.43% of the portfolio, ranked #33.

David J. Yvars Group first reported a position in CSQ in Q4 2020 and has held it in 24 quarters since. 40 funds tracked by Wall St. Rank hold CSQ as of Q3 2026.

  • David J. Yvars Group held 45,661 shares of Calamos Strategic Total Return Fund worth $931K as of Q3 2026.
  • David J. Yvars Group bought 453 Calamos Strategic Total Return Fund shares in Q3 2026, an estimated $9.34K.
  • Calamos Strategic Total Return Fund made up 0.43% of David J. Yvars Group's portfolio in Q3 2026, its #33 holding.
  • David J. Yvars Group first reported a position in Calamos Strategic Total Return Fund in Q4 2020 and has held it in 24 quarters since.
  • 40 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.